Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
GCT Semiconductor’s shares rose sharply in premarket trading after the company disclosed a licensing agreement with a major satellite communications provider to integrate GCT’s 5G and 4G chipsets into the provider’s user equipment. The arrangement includes plans for the satellite partner to adopt GCT’s newly released 5G chipset for direct-to-satell…
Piper Sandler increased its price objective on Nurix (NRIX) to $35 from $32 and kept an Overweight rating after the biotech’s fourth-quarter 2025 results and an updated pipeline timetable. The broker sees near-term upside versus the current share price, while other analysts have also raised targets and ratings following Nurix’s disclosures about ad…
Piper Sandler has adjusted its price target for Celsius Holdings (CELH) to $65 from $61 and retained an Overweight rating. The firm shifted its valuation reference to estimated calendar 2027 EV/Sales and flagged potential upside to fourth-quarter 2025 and conservative 2026 sales projections. Celsius has also announced a $300 million share buyback a…
Piper Sandler increased its price target on SEI Investments to $109 from $102 and kept an Overweight rating after the company reported quarterly results that exceeded expectations. The firm raised its 2026 and 2027 EPS forecasts, reflecting the quarter's strength and the inclusion of Stratos in its model. SEI's margins and revenue growth showed imp…
Altria said it expects full-year adjusted earnings for 2026 to be modestly above analyst forecasts, driven largely by price increases across its cigarette and oral tobacco portfolio. The company reported weaker shipment volumes and mixed performance in newer product categories, and its shares traded lower in premarket activity.
Gilat Satellite Networks (GILT) has rallied to near its 52-week high on heavy volume and frothy technicals. The more durable upside case is fundamental: recent defense orders, infrastructure projects, and the accretive Stellar Blu acquisition that could add $120-150M in annual revenue. This trade targets continued fundamental re-rating while respec…
L3Harris Technologies reported fourth-quarter revenue below Wall Street expectations as a 43-day U.S. government shutdown and ongoing trade-related supply-chain pressures disrupted contract awards, export licensing and cash flows. The company flagged weakness in its space systems unit and civil communications sales, while forecasting full-year 2026…
Piper Sandler has reaffirmed an Overweight rating and a $500 price target on Tesla following the automaker's Q4 earnings call. The firm highlighted Tesla's strategic reorientation toward autonomous vehicles and humanoid robotics, the planned discontinuation of the Model S and Model X to free factory capacity for robot production, and an aggressive …
Piper Sandler has reaffirmed an Overweight rating on ServiceNow (NYSE:NOW) with a $200 price target following the company’s fourth-quarter results and fiscal 2026 guidance. The target implies roughly 54% upside from the referenced share price of $129.62. Analysts highlighted accelerating Net New Annual Contract Value growth, Now Assist passing $600…
KeyBanc has reiterated an Overweight rating on Danaher Corporation and set a $310 price target, citing sustained bioprocess growth, improving diagnostics and life-science end markets, and strong cash generation. The target implies roughly 38% upside from the prevailing share price. Danaher’s latest quarterly results beat expectations, and managemen…
KeyBanc Capital Markets has left its Sector Weight rating on Murphy Oil Corp. (NYSE:MUR) after the company's fourth-quarter results, citing concerns about 2026 production guidance and a shortfall in year-end 2025 proved developed reserves. The stock trades at a P/E of 31.4, and the company reported mixed quarterly results with an earnings beat but …
KeyBanc Capital Markets kept its Sector Weight rating on PPG Industries, highlighting initial 2026 guidance that implies about 4% EPS growth before share buybacks amid a still challenging, relatively flat demand backdrop. Management buybacks, early signs of stabilization in refinish and general industrial end markets, and mixed fourth-quarter resul…
KeyBanc has reaffirmed an Overweight rating and a $30.00 price target on AT&T (T), pointing to an expected acceleration in adjusted EBITDA growth and increased capital returns as the company phases out legacy copper assets and emphasizes 5G, Fiber and Advanced Connectivity businesses. AT&T's recent fourth-quarter 2025 results beat consensus on both…
KeyBanc Capital Markets has kept a Sector Weight rating on Lam Research following the company’s second-quarter results. Lam reported earnings that beat expectations, issued above-consensus guidance, and signaled broad market growth into calendar year 2026. The stock, however, trades at a high valuation, with a market capitalization of $300.92 billi…
KeyBanc Capital Markets has left its Sector Weight rating on Digital Realty Trust (NYSE: DLR) unchanged, describing the current setup as positive but characterizing the overall risk/reward profile as neutral. The firm points to projected 2026 growth above consensus and a robust backlog, while also noting that the companys >1MW business is lagging …
AMN Healthcare Services (AMN) looks attractively priced on free cash flow and EV/EBITDA despite negative earnings and elevated leverage. Management expects a recovery in travel and allied staffing demand; combine that with a Technology & Workforce push and a still-low P/S and the stock offers an asymmetric reward-to-risk profile for a mid-term trad…
Software equities tumbled in premarket U.S. trading after earnings-related updates from Microsoft and SAP raised investor concerns about the sustainability of cloud and AI-driven spending. Microsoft sank roughly 7% despite reporting quarterly results above expectations, while SAP dropped about 16% after its cloud backlog and 2026 cloud revenue outl…
President Donald Trump used a Truth Social post to sharply criticize Federal Reserve Chair Jerome Powell for holding interest rates steady, arguing the United States should have substantially lower rates and the lowest rates in the world. His remarks followed the Fed's decision to leave benchmark rates unchanged and reiterated claims that tariffs b…
The South African Reserve Bank left its policy rate unchanged at 6.75%, with a 4-2 Monetary Policy Committee vote to hold rather than cut. The bank says inflation likely peaked at 3.6% in December and is expected to converge toward the 3% target, while the economy has recorded four consecutive quarters of growth. Forecasts point to modest GDP growt…
A Kremlin foreign policy aide said territorial questions are not the only unresolved matters standing in the way of a peace agreement in Ukraine, while U.S.-mediated talks continue to try to bridge a deeply contested demand over parts of Donetsk region. U.S. Secretary of State Marco Rubio described the territorial disagreement as a major and hard-t…
KeyBanc reduced its 12-month price target for ServiceNow (NOW) to $115.00 from $155.00 and kept an Underweight rating, citing a 2026 organic subscription revenue forecast that the firm deems insufficient to calm market worries. ServiceNow’s shares have slid toward their 52-week low, falling materially over recent months, and dropped further in afte…
Keefe, Bruyette & Woods raised its price target on Dynex Capital to $15.25 from $14.50 and retained an Outperform rating, citing a 3-4% year-to-date rise in book value and recent quarter earnings that materially exceeded expectations. The research house left its 2026 earnings forecast unchanged and nudged up 2027 estimates while projecting economic…
Keefe, Bruyette & Woods (KBW) raised its price objective on Provident Financial Services (PFS) to $25.00 from $23.00 while leaving an Outperform rating in place. The move follows fourth-quarter results that beat analyst expectations, a stock bump after the announcement, and a string of improving pre-provision net revenue and earnings metrics highli…
Pinterest is trading near its 52-week low after a brief sell-off tied to a restructuring announcement. With a clean balance sheet, strong cash generation and a pivot toward AI-driven visual shopping and connected TV ads, the setup offers meaningful upside vs. limited downside. I lay out an actionable entry, stop and target with catalysts and specif…
CoStar Group's combination of aggressive buybacks, 2026 profit targets and an activist nudge from Third Point make the stock a tactical long. Valuation remains rich, but with a clear catalyst runway and a favorable risk/reward, we upgrade to a buy and lay out an actionable trade with defined entry, stop and target for a mid-term swing (45 trading d…
